Dina Lictro is a financial advisor at UBS Financial Services with 26 years of experience in the industry. She holds Series 63 and Series 66 designations and has been with UBS since 2011. Outside of her advisory work, she engages in independent sales with Avon and participates as a member purchaser for Melaleuca, a retail company specializing in natural household and personal products. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

John Castronuovo is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the Finance Council of the Catholic Diocese of Palm Beach and is a board member of the Forum Club of the Palm Beaches, a non-partisan public affairs organization. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

James Leen is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Painewebber Incorporated since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform of advisory and capital markets functions.

Adam Moldof is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Moldof is involved in investment-related business activities through ownership in AMAB LLC and Moldof GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Morry Zolet is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Zolet serves on the Executive Board of Governors for Associated Jewish Charities in Baltimore, Maryland. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and data.

Cherie Bond is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Bond currently works from North Palm Beach, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support its advisory services.

Erick Santana is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations through a centralized consulting team.

Courtney Anderson is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Raymond James & Associates since 1998. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Chung Wong is a financial advisor with Raymond James Financial in Hobe Sound, FL, holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James Financial since 2004 and is also CEO of The Worth Avenue Group of Palm Beach, Inc., an accounting firm specializing in tax preparation. Additionally, he serves as president of Alton Wealth Management, Inc., a support company for operational activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional solutions, with an emphasis on client collaboration and tailored financial plans.

Michael Brewster is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Stifel in 2023, he worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he is involved as an investor and financier in a hospitality business in Ireland and serves as a director on the board of the Morrison Legacy Foundation. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jacqueline Houston is a financial advisor with Raymond James & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Morgan Stanley for 10 years prior to joining Raymond James. Outside of finance, she is involved in equine appraisals through her business Jacqueline Houston Equine Appraisals and is a partner in Magnolia Racing, a thoroughbred racing stable. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, plans, corporations, and government entities, with a range of non-discretionary services supported by affiliate capabilities in public finance, custody, and product sourcing.

Daniel Gikher is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Gladstone Institutional Advisory, LLC from 2016 to 2019. Outside of his advisory role, he is also an author. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by in-house and third-party research.

Jordan Funt is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is a partner in TEAM THREE BUOYS, where he competes in fishing tournaments and promotes sponsor apparel and products. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a broad client base that includes individuals, pension plans, corporations, charitable organizations, and government entities.

Brian Esposito is a financial advisor with Charles Schwab, holding a Series 63 designation and 33 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 1993 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s research and centralized operational structure.

Jonathan Doeren is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2022, he worked in various roles including at Whole Foods Market and Nationwide Insurance. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management, financial planning, and custody services.

Noel Forma is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 66 designations and 31 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory duties, he owns and manages ELLMAR Management Company, overseeing its day-to-day operations and employee management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-efficient withdrawal strategies.

Christopher Marchica is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior financial advisor on The Weinberg Group. He specializes in providing financial services and wealth management advice to a select group of clients, helping them accumulate, preserve, organize, and structure their wealth with a focus on aligning to their personal goals. His areas of expertise include college education planning, corporate benefits, equity compensation services, services for defined benefit plans, personal retirement planning, portfolio management, tax minimization, and retirement income. Christopher holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned both his Bachelor's Degree and Master of Business Administration (MBA) from Florida Atlantic University. He is married with two children and has a range of personal interests including adventure sports, biking, boating, cooking, hiking, running marathons, spending time with his family, and traveling.

Andrew Gerber is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at First Republic Securities Company LLC and Sanford C. Bernstein & Co LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Stuart Kahn is a financial advisor at LPL Financial with 41 years of industry experience and holds a Series 63 designation. He has been with LPL Financial since 2004. Outside of advisory services, he is involved as an independent insurance agent selling group medical, dental, vision, disability, term, and whole life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and various portfolio management tools.

Tamara Willey is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Scottrade Inc. from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.